401(k) · DOL Form 5500 · 2024
Family Residences & Essential Enterprises, Inc. 401(k) Plan
Data updated 2026-08-25
- $78M
- Total assets Below avg plan size
- 1,743
- Participants Near avg headcount
- 89th
- Percentile by assets National rank
- $44,778
- Avg per participant Low balance/head
Official DOL plan name: Family Residences Retirement & 401(k) Savings Plan · Sponsored by Family Residences & Essential Enterprises, Inc. · New York · Healthcare & Social Assistance
$78M in assets, 1,743 participants
Family Residences & Essential Enterprises, Inc.'s Family Residences Retirement & 401(k) Savings Plan reported $78M in total assets and 1,743 participants in its 2024 DOL Form 5500 filing, ranking in the 89th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #15,244 in Healthcare & Social Assistance (16,916 peers)
Coverage in New York
Family Residences Retirement & 401(k) Savings Plan covers 1,743 participants in New York, 2.2x the typical New York plan (state average ~798 per filing). Assets: $78M.
- #15,244
- in Healthcare & Social Assistance (16,916 peers)
- +15.2%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Family Residences Retirement & 401(k) Savings Plan's outsized position by total assets
Family Residences Retirement & 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$78,048,430 Top 11% higher than 89% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Family Residences Retirement & 401(k) Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Family Residences Retirement & 401(k) Savings Plan lands in the large band (1,743 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Family Residences Retirement & 401(k) Savings Plan reported net income fell from $12M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Family Residences Retirement & 401(k) Savings Plan end-of-year assets rose from $68M in the plan year 2023 filing to $78M in the plan year 2024 filing.
- Family Residences Retirement & 401(k) Savings Plan reported participants rose from 1,611 in the plan year 2023 filing to 1,743 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 112420547 · Family Residences & Essential Enterprises, Inc. PY 2024 · 401(k)
Family Residences Retirement & 401(k) Savings Plan · $78M · 1,743 · 89th
- TYPE $78M
- NET 1,743
- BOOK 89th
- VS-ST 401(k)
- BOY near Mizuho Osi 401(k) Savings Plan
- SCH ind #15244
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in New York →
Family Residences Retirement & 401(k) Savings Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $68M |
|---|---|
| Net Assets (End of Year) | $78M |
| Net Income | $10M |
| Employer EIN | 112420547 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Family Residences & Essential Enterprises, Inc.)
Sponsor-wide plan assets over time
All Family Residences & Essential Enterprises, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $78M 41.10729455860705% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,563 | $55M |
| 2023 | 1 | 1,611 | $68M |
| 2024 | 1 | 1,743 | $78M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Family Residences Retirement & 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Mizuho Osi 401(k) Savings Plan in CA ($78M); by covered participants it is National Carwash Solutions Savings Plan in IA (1,743 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($78M here).
- Mizuho Osi 401(k) Savings Plan (CA) $78M · 487
- Gate Petroleum Company 401(k) Plan and Trust (FL) $78M · 3,185
- Nim 401(k) Plan (NE) $78M · 879
- Sandhills 401(k) Plan (NE) $78M · 849
Similar participant headcount
Nearest other-state filings by covered participants (1,743 participants); asset peers above are excluded.
- National Carwash Solutions Savings Plan (IA) 1,743 · 0 off
- Management Solutions 401(k) Plan (CO) 1,743 · 0 off
- Newrest USA Holdings, Inc. 401(k) Plan (GA) 1,742 · 1 off
- Celebration Restaurant Group 401(k) Plan (FL) 1,742 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.